USRT vs. REZ
Compare and contrast key facts about iShares Core U.S. REIT ETF (USRT) and iShares Residential Real Estate ETF (REZ).
USRT and REZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. REZ is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT All Residential Capped Index. It was launched on May 4, 2007. Both USRT and REZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
USRT vs. REZ - Performance Comparison
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USRT vs. REZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 4.27% | 2.44% | 8.58% | 13.64% | -24.43% | 43.26% | -8.06% | 25.98% | -4.67% | 5.27% |
REZ iShares Residential Real Estate ETF | 0.69% | 4.80% | 12.73% | 10.97% | -28.31% | 47.86% | -6.62% | 24.49% | 3.89% | 3.87% |
Returns By Period
In the year-to-date period, USRT achieves a 4.27% return, which is significantly higher than REZ's 0.69% return. Both investments have delivered pretty close results over the past 10 years, with USRT having a 5.42% annualized return and REZ not far ahead at 5.55%.
USRT
- 1D
- 1.42%
- 1M
- -6.02%
- YTD
- 4.27%
- 6M
- 2.38%
- 1Y
- 5.82%
- 3Y*
- 8.72%
- 5Y*
- 5.12%
- 10Y*
- 5.42%
REZ
- 1D
- 1.02%
- 1M
- -7.10%
- YTD
- 0.69%
- 6M
- -1.00%
- 1Y
- -1.49%
- 3Y*
- 8.30%
- 5Y*
- 4.57%
- 10Y*
- 5.55%
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USRT vs. REZ - Expense Ratio Comparison
USRT has a 0.08% expense ratio, which is lower than REZ's 0.48% expense ratio.
Return for Risk
USRT vs. REZ — Risk / Return Rank
USRT
REZ
USRT vs. REZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. REIT ETF (USRT) and iShares Residential Real Estate ETF (REZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| USRT | REZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | -0.09 | +0.44 |
Sortino ratioReturn per unit of downside risk | 0.59 | -0.01 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.00 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | -0.07 | +0.60 |
Martin ratioReturn relative to average drawdown | 2.23 | -0.22 | +2.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USRT | REZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | -0.09 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.24 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.26 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.23 | -0.06 |
Correlation
The correlation between USRT and REZ is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
USRT vs. REZ - Dividend Comparison
USRT's dividend yield for the trailing twelve months is around 2.89%, more than REZ's 2.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 2.89% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
REZ iShares Residential Real Estate ETF | 2.28% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
Drawdowns
USRT vs. REZ - Drawdown Comparison
The maximum USRT drawdown since its inception was -69.91%, roughly equal to the maximum REZ drawdown of -66.87%. Use the drawdown chart below to compare losses from any high point for USRT and REZ.
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Drawdown Indicators
| USRT | REZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.91% | -66.87% | -3.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -11.82% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -35.05% | +4.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.38% | -44.15% | -0.23% |
Current DrawdownCurrent decline from peak | -6.38% | -7.70% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -13.08% | -12.79% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 3.84% | -0.75% |
Volatility
USRT vs. REZ - Volatility Comparison
iShares Core U.S. REIT ETF (USRT) and iShares Residential Real Estate ETF (REZ) have volatilities of 4.44% and 4.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USRT | REZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 4.65% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 10.18% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 16.81% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 18.88% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.28% | 21.52% | -0.24% |